Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Job Summary
The
Insurance Account Manager provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Responsibilities
- Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
- Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
- Drives customer satisfaction by following J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process
- Processes change to existing accounts and policies and find opportunity to sale additional products that may be appropriate.
- Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
Schedules appointments with existing or prospective customers for agency employees.
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Qualifications
- Active Property & Casualty License required.
- Customer service experience
- Effective communication skills
- Ability to obtain Personal Lines licenses within 30 days of employment.
- Self-starter who is motivated by goals and customer success.